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Advanced Tax Planning

Taxes influence every aspect of your personal financial management - from your ability to earn and invest income to your retirement and estate planning. And if you consider your tax bill as an expense - which it is - your annual payment likely ranks as the biggest item in your annual household budget. As investment professionals, we know that some people don't pay enough attention to their taxes. Consequently, they wind up paying more than necessary. The reality is, there are lots of ways to save money on your taxes. It just takes an understanding of the tax code - and that's where we can help.

When it comes to your investments, it's imperative to have a strategy in place for minimizing your tax burden. Poor investment tax planning can cause you to fall short of your retirement goals, even when you do everything else right. The place to start is to learn about the different ways that investment income is taxed. Your financial advisor is deeply knowledgable in this area and can assist in creating a tax-efficient investment plan. Keeping your taxes low shouldn't be your only consideration when choosing investments. But tax minimization is essential to successful investing and should be part of every investment decison you make.

Benefits of Tax Planning
  • Minimize your tax bill each year 
  • Maximize tax-sheltered investment income 
  • Maximize all tax credits and deductions
Related Information
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Planning Calculators
 
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We prepare and review a comprehensive plan to help you reach your goals, we then help you decide on the best options for investing and building your portfolio.

 

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Reviewing your income tax strategy? We encourage you to talk to us. Click here if you would like to discuss your tax plan or to receive information by mail. Sign up to the GP E-Wealth Guide for informative tips and the latest news and research.
 
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